See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,600 | $117,690+39.9% | $71,735+129.5% | $134,475+22.4% |
| Participation rate | 93.3% | 68.8%+24.5pp | 62.3%+31.0pp | 81.2%+12.1pp |
| Annual return | -20.68% | 25.44%-46.1pp | 9.14%-29.8pp | 417.96%-438.6pp |
| Employer contribution / active EE | $2,266 | $2,525-10.2% | $1,704+33.0% | $4,740-52.2% |
| Participant deferral / active EE | $11,769 | $3,759+213.1% | $2,658+342.8% | $6,400+83.9% |
| Admin fee / account holder | $679 | $6,379-89.4% | $3,974-82.9% | $11,426-94.1% |